401(k)
2024 plan-year 401(k) DOL Form 5500

Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hb Intermountain Holdings, LLC · Utah · Retail Trade

What the 2023 filing shows

Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan holds $17M for 274 participants — about $62,110 per participant, up 19.3% over the 2024 plan year.

$17M
total plan assets (2024 EOY)
274
covered participants
$62,110
avg assets per participant
+19.3%
assets growth YoY
Total Assets (2023)
$17M
Participants
274
State
Industry
Retail Trade

What the Filing Says About Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan

Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Hb Intermountain Holdings, LLC, headquartered in Utah. As of the 2024 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 274 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 422402549, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2024 to $17M at year-end — a gain of 19.3%. Net assets (after liabilities) closed the year at $17M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$3M
Plan Type401(k)
Employer EIN422402549
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hb Intermountain Holdings, LLC)

Year Plans Participants Total Assets
2022 1 229 $11M
2023 1 256 $14M
2024 1 274 $17M

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Frequently Asked Questions

How much money is in the Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan?
As of the 2024 Form 5500 filing, Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan holds $17M in total assets with 274 participants. It is sponsored by Hb Intermountain Holdings, LLC.
What type of plan is Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan?
Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 422402549.
Who sponsors the Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan?
Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan is sponsored by Hb Intermountain Holdings, LLC, located in Utah. The sponsor's EIN is 422402549 and the plan operates in the Retail Trade industry.
How did Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan perform in 2024?
Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan grew by 19.3% during 2024, moving from $14M to $17M in total assets. Net income was $3M.
Where can I find official filings for Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan?
Official Form 5500 filings for Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 422402549 or plan name at efast.dol.gov.
How does Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan compare to other plans?
You can compare Hb Intermountain Holdings, LLC 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 422402549.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.